Quick update following my previous post — things have moved, and I want to keep the record honest.
MSCI World & Emerging Markets: Correction Corrected
After the notable pullback I covered earlier this month, both the MSCI World Index and the Emerging Markets Index have recovered their lost ground. The dip turned out to be exactly what it looked like: a short-term correction, not a structural break. For those who held — or even added — it paid off quickly. This is a good reminder of why I don’t panic-sell ETF positions on corrections like this. The thesis remains intact.
Crypto: Still an Interesting Entry Point
Crypto has bounced modestly from its lows, but it hasn’t made a dramatic recovery yet. Bitcoin and Ethereum are still sitting at levels I consider reasonable for accumulation — not screaming buys, but solid ground for anyone with a long-term horizon
Russian Market: Bought Tatneft Again on the Dip
The Russian MOEX remains suppressed overall. No major catalyst has emerged to push it significantly higher, and the macro picture there stays complicated. That said, individual names still offer tactical opportunities — and Tatneft is one I keep coming back to.
Recently after news that US might supress directly Russian Oil Industry – all Oil companies fell considerably. Might be a good point for an entry, but you have to choose carefully, which company is strong to recover.
As always, this is not financial advice — just my personal experience and decisions. Do your own research before investing.
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Related Topics
- MSCI World confirms its recovery” → link to the MSCI World Index factsheet (official performance data)
- crypto rebounds on Iran ceasefire optimism” → link to the Yahoo Finance article on the ceasefire-driven crypto rally
- “Tatneft” → link to the Tatneft stock page on TradingView or Investing.com
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